Hartford Disciplined US Equity ETF
HDUS
30 hedge funds and large institutions have $119M invested in Hartford Disciplined US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $110M → $119M (+$8.62M)
3% more funds holding
Funds holding: 29 → 30 (+1)
0.21% more ownership
Funds ownership: 96.21% → 96.42% (+0.21%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$3.19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$994K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$745K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$577K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$651K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$397K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$344K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$57K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$54.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $12.3K | +$11.8K | +233 | New |
|
|
CWC
27
Carolinas Wealth Consulting
Charlotte,
North Carolina
| $5.79K | – | – | – |
|
|
S
28
SignatureFD
Atlanta,
Georgia
| $4.56K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $2.88K | – | – | – |
|
30
Osaic Holdings
Scottsdale,
Arizona
| $2.73K | +$2.02K | +40 | +333% |
|
|
31
Rockefeller Capital Management
New York
| – | -$651K | -12,789 | Closed |
|
32
Wells Fargo
San Francisco,
California
| – | -$12.3K | -242 | Closed |
|
|
EWA
33
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$11.5K | -236 | Closed |
|
|
HI
34
Harbour Investments
Madison,
Wisconsin
| – | -$4.73K | -93 | Closed |
|
HDUS Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Hartford Disciplined US Equity ETF (HDUS) for Q2 2024, worth a combined $119M — up 7.8% from $110M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HDUS positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was RiverFront Investment Group, adding an estimated $3.19M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $651K sold.
- 30 institutional investors held Hartford Disciplined US Equity ETF (HDUS) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $119M of Hartford Disciplined US Equity ETF stock for Q2 2024, up 7.8% quarter-over-quarter.
- 6 funds opened new Hartford Disciplined US Equity ETF positions in Q2 2024 and 4 closed out, a net change of +2 holders.
- The largest Hartford Disciplined US Equity ETF buyer in Q2 2024 was RiverFront Investment Group, an estimated $3.19M added.
- The largest Hartford Disciplined US Equity ETF seller in Q2 2024 was Rockefeller Capital Management, an estimated $651K sold.
Based on aggregated 13F filings for Q2 2024.